Reports - People - Periodic - Performance

Overview

This report can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly or Quarterly layout. Using the available selection criteria, you can summarize the output by a variety of attributes (eg. by Project, Person, Labor Category, etc), the output can include Hours, Bill, Cost, Margin, % Margin or FTE information, and a capability to display results at various levels within your Task WBS.

Roles

This report is available to users having any of the following roles: Administrator, HR Administrator, P&R Administrator, Manager and Viewer.

License

This report is available with the Project Portfolio family of licenses.

Example Report Output

Report Tips

The Use Probability Percent control has a dual purpose.

a. It affects the amounts (Hours * Rate) shown for the PLANS only. The amounts shown are the result of the following calculation: (Hours * Rate * Probability %), where Probability % is entered in the Project > Profile > Budget.

b. It also can function as a filter for including projects in the report output. Any project that has Probability % <= the specified value will NOT be included in the output.